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15min chapter
Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive
Forward Guidance
Navigating Interest Rate Risk
This chapter examines how changes in interest rates impact the value of securities, particularly bonds, and the significance of duration and credit risk in investment strategies. It discusses the implications of Federal Reserve rate cuts, potential economic slowdowns, and the dynamics of high-yield bonds and leveraged loans in a rising rate environment. Additionally, the chapter highlights how borrowers are adapting through refinancing, maintaining interest coverage ratios amidst increasing financial pressures.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode